Jacob Poulos is a financial advisor with LPL Financial based in Horsham, PA, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at Maxim Healthcare Group and The Judge Group. In addition to his advisory work, he is an author on topics such as equine health, men's jewelry, and business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and advanced portfolio strategies.

Robert Philpott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial, he worked at Agia and Valic Financial Advisors. Outside of his advisory role, he is a business owner based in Audubon, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.

Anthony Galati is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds the Series 66 designation and is based in Marlton, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Kevin Frank is a financial advisor with LPL Financial in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Safe Harbor Distribution LLC, Pine Valley Investments LLC, Elite Consulting Partners LLC, Cetera Adviser Networks LLC, and Allianz Life Financial Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios and research to support diversified investment strategies.

Steven Bragg is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, he is involved with Huebscher Consulting, a non-investment-related consulting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Steven White is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial industry. He is currently with Fisher Investments and has held prior roles at Fidelity Brokerage Services LLC, Bank of America, Merrill, and Morgan Stanley. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Erik Opczynski is a Series 66-licensed financial advisor with Morgan Stanley in Mount Laurel, NJ, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured discovery process supported by firm-approved planning tools.

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Hughes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 16 years of industry experience. He also has over 38 years of experience as a Certified Public Accountant and operates his own CPA practice. In addition to his advisory and accounting work, Hughes is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of custodial platforms and proprietary as well as third-party strategies.

Richard De Brocco is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Bank, TIAA, and The Vanguard Group. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and cash-sweep services.

Laurence Cooper is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera Investment Advisers since 2020 and previously was with Summit Financial Group. Outside of advising, he has served as a Vice President of Investments for Capital Wealth Advisors and has sold fixed insurance products including life insurance and annuities. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and oversees more than $256 billion in assets.

William Miller is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026. His prior roles include positions at LPL Financial and Securities America Advisors, Inc. Miller is also associated with Know My Plan, where he serves as a financial advisor and director of operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm specializes in tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client goals.

Francis Blust is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Vanguard Group and Arcadia University. Outside of his advisory work, he has been involved with the Wissahickon Skating Club for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive in-house research and a range of portfolio management styles.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2017. In addition to his advisory role, Hughes operates as a CPA providing tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent financial professionals using both proprietary and third-party strategies across multiple platform arrangements.

Melinda Corbley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a notable range of insurance-related and bank deposit sweep investment options.

Bryan Dein is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at UBS Financial Services Inc., LPL Financial, LLC, and Gladstone Wealth Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Akselrad is a financial advisor with Ameriprise in Holland, PA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Cambridge Investment Research, Merrill, Charles Schwab, and Wells Fargo. Outside of finance, he operates Pulse Entertainment, providing mobile DJ services for private events. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Avery Wissmar is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Wissmar worked at HCA Healthcare and the Showtime Sports Academy, and attended Georgetown University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nicholas Bevad is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Bank of America and Merrill from 2010 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Russell Johnson is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63, Series 65, and Series 66 designations and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016 and was previously employed at Harrisdirect LLC from 2002 to 2005. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.